Marketing communications writing and project management
Conference materials

Charles Schwab and Co., Inc.

Need: Build excitement for two major annual conferences geared at registered independent advisors and retirement plan providers and third-party administrators.

Solution: Co-wrote high-end invitation brochures that introduced 2010 conference brand and conveyed value/opportunity of attending conferences during a poor economy and uncertain markets.

Other related work: All conference content including website, program guides, education session content and bios, email reminders and promotional items.

Program Guide
Invitation


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